Bhupesh Sobti Email & Phone Number

Delhi, India

Gurugram, Haryana, India

Gurugram, Haryana, India

Gurugram, Haryana, India

1. Planning, Directing, and coordinating the workflows, processes, and policies to ensure objectives, deadline and work responsibilities are met.2. Issues debit and credit memos and statements to customers monthly, cancels or void invoices, and responds to customer concerns relating to billing.3. Prepare Financial Dimension Report to ascertain that the projects have the correct Financial Dimensions on them, and to check and ensure that the sales price is not zero on any of the chargeable line property.4. Updates and monitors customers' accounts, files and tracks the status of invoices, reviews aged reports to view outstanding balances, and sends payment reminders to respective customers.5. Prepare Project Closure Report to keep a track of those projects where we are not generating any revenue for the organization for a period of 6 months and mark those project as Finished in AX.6. Follows up on delinquent payments and resubmit billing as needed.7. Tracks statuses of billed invoices.8. Revises and resubmits short-paid and rejected invoices.9. Reviews time entries on pre-bills and requests revisions of insufficient entries.10. Determines expenses and fess that were short-paid or rejected that cannot be recovered.11. Gathers and organizes supporting documentation for expense charges.12. Updates and maintains customer contact information master files.13. Works closely with all accounting departments.14. Maintains and updated master file with special billing instructions for each customer.15. Assists in providing audit materials when requested.16. Providing Process training to new Joinees.

Delhi, India

1. Educated clients on diverse financial matters and delivered tailored recommendations for investment opportunities, products, and services, ensuring adherence to service level agreements (SLAs).2. Took part in projects to make customers happier, make work smoother, and ensure everything runs better.3. Conducted thorough quality audits and delivered constructive feedback as necessary to maintain high standards of service delivery.4. Generated comprehensive Management Information System (MIS) reports in MS Excel, analyzing past performances and team metrics to inform strategic decision-making.5. Organized and guided team discussions, like group meetings and training sessions, to encourage teamwork and sharing ideas among coworkers.6. Served as Subject Matter Expert (SME) for the process, offering on-floor support to new team members and sharing best practices to optimize performance and ensure consistency.

Noida Area, India

1. Provided comprehensive support to over 200 business clients through chat and email communication channels within the US Healthcare domain.2. Served as a Subject Matter Expert, offering mentoring and floor support to both new and seasoned team members, ensuring optimal performance and knowledge transfer.3. Compiled and analyzed performance data using Excel to prepare detailed Management Information System (MIS) reports, facilitating informed decision-making processes.4. Conducted daily huddles to review past performances and strategize team objectives for enhanced efficiency and productivity.

Postgraduate Diploma In Management (Executive), Financial Management

Bachelor Of Commerce (B.Com Hons), Commerce

Senior Secondary (Class 12), Commerce

High School (Class 10), General